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National Storage Affiliates Trust
NSA

146 hedge funds and large institutions have $937M invested in National Storage Affiliates Trust in 2017 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 71 increasing their positions, 41 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 41

12% more capital invested

Capital invested by funds: $836M → $937M (+$101M)

12% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 17

1.37% more ownership

Funds ownership: 89.28% → 90.64% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4% less funds holding

Funds holding: 152 → 146 (-6)

48% less call options, than puts

Call options by funds: $649K | Put options by funds: $1.25M

Holders
146
Holders Change
-6
Holders Change %
-3.95%
% of All Funds
3.63%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
71
Reduced
41
Closed
17
Calls
$649K
Puts
$1.25M
Net Calls
-$605K
Net Calls Change
+$33K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$90M
2
VNIM
Vaughan Nelson Investment Management
Texas
+$21.1M
3
Renaissance Technologies
Renaissance Technologies
New York
+$9.03M
4
DCM
Driehaus Capital Management
Illinois
+$8.57M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$6.35M

Top Sellers

Rank Fund Capital Flow
1
FM
Forward Management
California
-$13.9M
2
TCM
TimesSquare Capital Management
New York
-$6.46M
3
RGREA
Ranger Global Real Estate Advisors
Colorado
-$5.52M
4
Ameriprise
Ameriprise
Minnesota
-$5.17M
5
N
Nuveen
North Carolina
-$5.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
EAM
26
Eagle Asset Management
Florida
$8.07M -$172K -7,405 -2%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$7.87M +$1.26M +54,238 +20%
Morgan Stanley
28
Morgan Stanley
New York
$7.69M -$426K -18,384 -5%
DIA
29
Dean Investment Associates
Ohio
$6.71M +$545K +23,480 +9%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$5.77M +$4.56M +196,423 +436%
DRZID
31
DePrince Race & Zollo Inc (DRZ)
Florida
$5.41M -$1.14M -49,035 -18%
AACA
32
American Assets Capital Advisers
California
$5.37M +$232K +10,000 +5%
Deutsche Bank
33
Deutsche Bank
Germany
$5.11M +$2.81M +121,187 +131%
Bank of America
34
Bank of America
North Carolina
$5.07M +$181K +7,783 +4%
RIM
35
Rainier Investment Management
Washington
$4.69M -$854K -36,820 -16%
Neuberger Berman Group
36
Neuberger Berman Group
New York
$4.23M -$5.5K -237 -0.1%
JP Morgan Chase
37
JP Morgan Chase
New York
$3.94M +$1.59M +68,633 +71%
CS
38
Credit Suisse
Switzerland
$3.71M +$338K +14,561 +10%
DCM
39
Dean Capital Management
Kansas
$3.53M +$448K +19,315 +15%
AI
40
Axiom Investors
Connecticut
$3.35M +$240K +10,325 +8%
MNA
41
Manning & Napier Advisors
New York
$3.32M -$1.97M -84,835 -38%
PPA
42
Parametric Portfolio Associates
Washington
$3.13M +$6.38K +275 +0.2%
Goldman Sachs
43
Goldman Sachs
New York
$2.8M +$274K +11,803 +11%
Citadel Advisors
44
Citadel Advisors
Florida
$2.79M +$1.71M +73,634 +171%
Wells Fargo
45
Wells Fargo
California
$2.78M +$58.7K +2,531 +2%
VRS
46
Virginia Retirement Systems
Virginia
$2.76M +$2.22M +95,800 +484%
CAM
47
ClariVest Asset Management
California
$2.64M +$20.3K +874 +0.8%
Kayne Anderson Rudnick Investment Management
48
Kayne Anderson Rudnick Investment Management
California
$2.62M +$221K +9,539 +10%
AQR Capital Management
49
AQR Capital Management
Connecticut
$2.47M -$260K -11,196 -10%
Asset Management One
50
Asset Management One
Japan
$2.16M +$81.9K +3,530 +4%
1
2
3 4 5

NSA Hedge Fund Activity: Q1 2017 in Review

146 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in National Storage Affiliates Trust (NSA) for Q1 2017, worth a combined $937M — up 12% from $836M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new NSA positions and 17 closed out — a net gain of 2 holders — while 71 added to existing stakes and 41 trimmed.

The largest buyer was BlackRock, adding an estimated $90M. The largest seller was Forward Management, cutting an estimated $13.9M.

  • 146 institutional investors held National Storage Affiliates Trust (NSA) as of Q1 2017, down from 152 in Q4 2016.
  • Funds reported $937M of National Storage Affiliates Trust stock for Q1 2017, up 12% quarter-over-quarter.
  • 19 funds opened new National Storage Affiliates Trust positions in Q1 2017 and 17 closed out, a net change of +2 holders.
  • The largest National Storage Affiliates Trust buyer in Q1 2017 was BlackRock, an estimated $90M added.
  • The largest National Storage Affiliates Trust seller in Q1 2017 was Forward Management, an estimated $13.9M sold.

Based on aggregated 13F filings for Q1 2017.